Files

All your customer data in one place

The fieldworker platform allows an agency to keep all artifacts and documents related to a client in one shared space. The Files tab on the Customer screen serves as a secure, centralized document management system for all records about a specific client. This section ensures that critical paperwork—such as Individual Service Plans (ISPs), medical evaluations, and signed consent forms—is always accessible to authorized staff.

1. Page Layout & Controls

The interface is designed for easy organization and quick retrieval of digital assets.

• Search Bar: Located at the top left, allowing you to filter through a client's document library by file name.

• UPLOAD Button: A primary action button to add new files from your local device to the client's cloud storage.

• View Toggles:

  • Grid View (Square Icon): Displays files as large thumbnails (useful for photos).

  • List View (Bullet Icon): Displays files in a detailed row format (as seen in the current view), showing more metadata at a glance.

• Action Filters:

  • FILTER: Allows you to sort or hide files based on specific criteria or categories.

  • SORT BY: Reorganize the list by Name, Upload Date, or File Type.

2. File Metadata & Actions

Each file entry (e.g., client_672166797950-mmg0oh8aq3ge7hkf6budefgu5qthc41i) contains specific details to maintain an audit trail:

• File Identity: Displays the system-generated filename and the Artifact Type (e.g., plist, PDF, PNG).

• Timestamp: Shows exactly when the file was added (e.g., Mar 27, 2025 09:47 PM).

• Attribution: Displays the name of the staff member who uploaded the document (e.g., Sami Smithh).

• Control Icons:

  • Info (i): View extended properties of the file.

  • Download (Arrow): Save a copy of the document to your local machine.

  • Delete (Trash): Remove the file from the client’s record.

3. Practical Usage & Ecosystem Integration

FieldWorker (Administrative Power)

• Compliance Storage: Use this tab to store the "Source of Truth" documents required for state audits, ensuring they are linked directly to the Customer Profile.

• Standardization: By using the SORT BY and Search features, managers can quickly verify if a client has an up-to-date signature page or medical assessment on file.

AbilityHub (Family Access)

• Document Sharing: Files uploaded here can be made visible to the family via the AbilityHub app, allowing parents or guardians to download copies of progress reports or schedules without needing to contact the office.

• Real-Time Updates: As soon as a field worker uploads a signed form from their mobile device, it appears here in the Files tab for administrative review.

Associate a file with a customer

The Upload File modal on the Files tab is the primary interface for adding digital documentation to a client's record. It allows for granular categorization, ensuring that every file is linked to the correct service context for billing and audit purposes. The modal features a drag-and-drop interface followed by metadata fields that determine where the file is stored within the system hierarchy.

Field Name	Type	Description & Importance
Drop Zone	Interactive	A dashed-border area where you can Drop file here or click to upload. Supports common formats like PDF, PNG, JPG, and Plist.
Customer *	Dropdown	Mandatory. Auto-populated with the current client (e.g., Andre Fuego Mandana Maya). This ensures the file is anchored to the correct person.
Project	Dropdown	Optional but Recommended. Allows you to link the document to a specific service authorization (e.g., an ISP or Progress Report for a specific project).
Task	Dropdown	Optional. If the file is a result of a specific visit (like a signed field note or a site photo), linking it to the Task provides a direct audit trail for that appointment.

Action Controls

• UPLOAD FILE Button: The primary action button at the bottom of the modal. It becomes active once a file is selected and mandatory fields are confirmed.

• Dismiss (X): Located at the top right of the modal to exit the upload process without saving changes.

System Integration

• Storage & Attribution: Once uploaded, the file appears in the Files List with a timestamp and the name of the staff member (e.g., Sami Smithh) who performed the upload.

• AbilityHub Access: By linking a file to a Project or Task, you can more easily manage visibility settings for the family app, ensuring parents only see relevant clinical or educational documents.

• Searchability: Files tagged with specific Projects or Tasks can be filtered using the FILTER and SORT BY tools on the main Files page.